3G
Great summary of our path to the multi-strategy portfolio!
On LETSGO: We'll see whether it's that easy to implement with the pension portfolio. After all, the SPD still has a say and for them, capital markets are basically the devil.
But IF it were possible, LETSGO in the retirement savings account would be the game changer for old-age provision in Germany par excellence. 💪
On LETSGO: We'll see whether it's that easy to implement with the pension portfolio. After all, the SPD still has a say and for them, capital markets are basically the devil.
But IF it were possible, LETSGO in the retirement savings account would be the game changer for old-age provision in Germany par excellence. 💪
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@Epi If the government holds, I think the precautionary portfolio will come. You just have to see what you can trade in the end. If it only goes up to RK 4, you might have to come up with an equity and bond GTAA, or, or, or. More return and, above all, less risk than with a naked ACWI should be possible in any case.
If it stays with RK 5 - as planned so far - SPYTIPS would work. But only with the Xtrackers ETF. The Amumbo is RK 6.
If it stays with RK 5 - as planned so far - SPYTIPS would work. But only with the Xtrackers ETF. The Amumbo is RK 6.
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•3G
@randomdude I am quite optimistic that we will find an effective dual momentum strategy under the new conditions. A simple approach would be to look for the ETFs with the highest historical vola in the maximum RC, do a correlation test and put the least correlated ones into a model and then find the optimal parameters in backtests.
It will work. 💪
It will work. 💪
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